Documentation Index
Fetch the complete documentation index at: https://docs.lindy.ai/llms.txt
Use this file to discover all available pages before exploring further.
What is a Workflow?
Workflows are how you tell a custom agent what to do. In the flow editor, you define the trigger, steps, logic, and integrations that run the job from start to finish. Use workflows when you want Lindy to handle a repeatable process with your own rules, like lead enrichment, support routing, document processing, or follow-up logic.How to Create a Workflow
Open the New Workflow menu
In the top left of your Lindy dashboard, click the chevron (▾) next to + New chat to open the dropdown. Select New workflow.
Choose a template or start from scratch
You’ll see a modal with popular templates like Meeting Notetaker, Lead Generator, and Email Responder. Pick one to get started quickly, or click Start from scratch to build your own from a blank canvas.
Add a trigger
You’re now in the flow editor. Start by adding a trigger: the event that wakes up your agent and kicks off the workflow. Click the plus sign or right-click on the canvas and select “Add Trigger.”Common triggers: new email received, new calendar event, scheduled time, chat message, webhook, and more.
Add actions and configure your workflow
After your trigger, add actions: the steps your workflow takes after it starts. Connect integrations, add conditions for branching logic, or use agent steps when the next step depends on AI reasoning.
Activate your workflow
Once your workflow is ready, toggle it on. It will start running automatically whenever the trigger fires. You can monitor task runs in the Tasks view.
What’s Next
Triggers
Learn about all the events that can start a workflow
Actions
Explore what actions can do in a workflow
Conditions
Add branching logic to your workflows
Templates
Browse pre-built agent templates